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Stephens Inc’s iShares Mortgage Real Estate ETF REM Stock Holding History

Stephens Inc’s Portfolio REM Stock Details REM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-5,082
Closed -$238K – 717
2017
Q3 		$238K Hold
5,082
– – 0.01% 627
2017
Q2 		$236K Buy
+5,082
New +$236K 0.01% 752
2016
Q4 		– Sell
-2,984
Closed -$125K – 820
2016
Q3 		$125K Sell
2,984
-3,160
-51% -$134K 0.01% 721
2016
Q2 		$252K Buy
6,144
+3,160
+106% +$127K 0.01% 628
2016
Q1 		$115K Hold
2,984
– – 0.01% 689
2015
Q4 		$114K Buy
2,984
+250
+9% +$9.95K 0.01% 689
2015
Q3 		$109K Hold
2,734
– – 0.01% 688
2015
Q2 		$116K Buy
+2,734
New +$126K 0.01% 739

Other funds holding REM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Stephens Inc's REM Position: Q4 2017 in Review

Stephens Inc sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2017, closing a stake of 5,082 shares — an estimated $238K sold.

Stephens Inc first reported a position in REM in Q2 2015 and held it in 8 quarters. The position peaked at $252K in Q2 2016. 138 funds tracked by Wall St. Rank hold REM as of Q4 2017.

  • Stephens Inc reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2017 after selling out during the quarter.
  • Stephens Inc sold 5,082 iShares Mortgage Real Estate ETF shares in Q4 2017, an estimated $238K.
  • Stephens Inc first reported a position in iShares Mortgage Real Estate ETF in Q2 2015 and held it in 8 quarters.
  • Stephens Inc's iShares Mortgage Real Estate ETF position peaked at $252K in Q2 2016.
  • 138 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2017.

Based on Stephens Inc's 13F filing for Q4 2017, filed 5 Feb 2018.